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How to Use the Portal

Welcome to our new portal!

The portal will give you greater visibility of the funding process. You will be able to view applications in progress, grants and payments and complete the post-grant survey all in one place.

We recognise that any changes can take some time to get used to. In order to help you get to know the portal we have compiled some handy tips below. While you are completing the form there are also lots of tips along the way.

If you have difficulties, using the portal our Funding Team are here to help, please call us on 0508 266 878.

Save your work regularly, as the forms do not auto-save.

When you have completed your editing, always ‘Save’ before returning to the main page.

Only ‘Submit’ when your application is complete. Once you ‘Submit’, you will no longer be able to edit.

Be careful not to use the back button to navigate as it will take you out of our portal and you will have to log back in.

If you are associated with multiple organisations, please select the appropriate organisation from the drop down list available at the top of the menu.

Using Google Chrome as your internet browser is recommended.

When we have updates for you, a notification icon like this appears next to the area with an update waiting.

Click on this icon at the bottom of the menu to log out or change your password.

If you have applied since 1 April 2016 you can log in using your existing email address and reset your password.

A registration is linked to a person and not an organisation. You will need to register as a new user if you have not applied before with your email address.

You do not need a RealMe login.

If you have difficulties resetting your password please register as a new user.

If you have not applied since 1 April 2016 please register as a new user.

By clicking on Organisation Information on the menu you will be able to view or edit your organisation details and any of your organisation’s documentation.

To view or edit your personal information select People in the menu. Find out how we look after your information in our Privacy Policy.

I have an email advising me of the decision.

You will find your decision letter by selecting Grants Approved or Declined Applications in the menu. Please look at the Documents section at the bottom of your application.

My grant has been approved. What happens next?

All approved applications waiting payment can be found under Grants Approved in the menu. They will stay here until all conditions are met. This includes waiting for your organisation to log in and complete our standard Terms and Conditions.

How do I complete Rātā Foundation’s Terms and Conditions?

You will find the Terms and Conditions documentation for Rātā Foundation in the menu under Terms and Conditions to Complete. These need to be submitted before we can make your grant payment.

I want to view an application I have received a grant for.

Once a grant is paid, a read-only version is available to view under Grants Paid in the menu.

Our application was declined.

You can view a read-only version of declined applications by selecting Declined Applications from the menu. To find out more about why some applications are declined go to our FAQ.

Reports to Complete

As part of our Terms and Conditions for your grant, you may be required to complete reports. We will notify you in your decision letter if this is the case. You will receive an email notification when this is due. You will be able to log in, complete and submit the report by selecting Reports to Complete from the menu.

Submitted Reports

You can view a read-only version and print a copy of any of your organisation’s reports under Submitted Reports from the menu.

Application Feedback Survey

We’d love to hear from you about how you found our application processes. You will be able to edit, save and submit an Applicant Feedback Survey by selecting Surveys to Complete from the menu.

Post-Grant Survey

If you have been approved a grant within the last 12 months you will receive an email requesting that you complete a Post-Grant Survey. You will be able to edit, save and submit the Post-Grant Survey by selecting Surveys to Complete from the menu.

Submitted Post-Grant Surveys

Once you have completed and submitted any surveys, a read-only version can be viewed and printed from Submitted Surveys in the menu.

Scheduled Payments

Once the Terms and Conditions for your application have been completed, Rātā Foundation will schedule a payment for your grant. Any scheduled payments will be listed under Scheduled Payments in the menu until they are paid.

Payments Completed

Once a payment is made, you can view a record of the payment under Payments Completed in the menu.